Settings and activity
10 results found
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125 votes
jeff gillies
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2 votesjeff gillies
shared this idea
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49 votesjeff gillies
supported this idea
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63 votesjeff gillies
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment jeff gillies
commented
This would be very useful and enable automation and save a lot of time.
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15 votesjeff gillies
supported this idea
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3 votesjeff gillies
shared this idea
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130 votes
Hi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;
- General Ledger Detail
- General Ledger Summary
- General Ledger Exceptions
- Tax Depreciation Schedule
We currently have no plans to make other reports available in report templates.
An error occurred while saving the comment jeff gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
jeff gillies
supported this idea
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27 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
An error occurred while saving the comment jeff gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
jeff gillies
supported this idea
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13 votes
An error occurred while saving the comment jeff gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
jeff gillies
supported this idea
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12 votes
Thanks for your idea, Caitlin.
While we don't have direct plans at present - trying to better understand the report needs. It'd be great to get detail of what it is you'd expect to see in a report for either of these features. For example - Are there specific columns / fields you'd expect to be included for each?
jeff gillies
supported this idea
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An error occurred while saving the comment jeff gillies
commented
In addition to the above, it would be good if your could sort the exceptions by date modified as I'm more interested in the exceptions in the period I am reviewing. Alternatively setting a date range to filter the data in the reports to only show data and exceptions in the period specified
Adding a lot more placeholder options would save us a lot of time. As well as the new placeholders noted in this idea already, an [Invoice_Date +/1 no. of days) would also be very useful